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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mannie who wrote (17048)2/2/2000 8:24:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> I don't know what category one would place CMGI in (other than a fantastically profitable investment category)

CMGI is an internet ipo incubator, which is a nurturing VC. They are not a technology company, and as such do not fall under the auspices of the GG. The rfm created a Godzilla category to fit this type of business model, which is the primary topic of discussion on Teflon's thread at

Subject 30511

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